LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$393K
3
+$380K
4
EVR icon
Evercore
EVR
+$340K
5
STLA icon
Stellantis
STLA
+$312K

Top Sells

1
+$899K
2
+$583K
3
+$512K
4
BHP icon
BHP
BHP
+$480K
5
CSCO icon
Cisco
CSCO
+$410K

Sector Composition

1 Technology 19.41%
2 Financials 19.01%
3 Healthcare 14.57%
4 Consumer Staples 7.31%
5 Energy 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$256K 0.06%
17,125
+740
352
$256K 0.06%
2,304
+239
353
$255K 0.06%
6,464
+26
354
$255K 0.06%
4,915
+98
355
$253K 0.06%
+4,730
356
$252K 0.06%
17,828
-591
357
$251K 0.06%
5,827
+1,150
358
$251K 0.06%
6,358
+22
359
$251K 0.06%
+5,068
360
$250K 0.06%
2,222
+21
361
$249K 0.06%
3,326
362
$245K 0.06%
5,440
-159
363
$245K 0.06%
2,997
-50
364
$242K 0.06%
3,643
-155
365
$241K 0.06%
16,506
-4,175
366
$240K 0.06%
+4,872
367
$237K 0.06%
2,925
+41
368
$236K 0.06%
2,272
-330
369
$236K 0.06%
+5,551
370
$236K 0.06%
3,725
-251
371
$236K 0.06%
2,208
-7
372
$235K 0.06%
5,557
+20
373
$235K 0.06%
2,393
+150
374
$234K 0.06%
+4,461
375
$234K 0.06%
+21,480
13 14
15
16 17